-4.5%
HAL vs RPRX
+126.7%
-131.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.5% | +0.2% |
| 7D | +0.5% | -2.8% | +3.2% | +0.9% |
| 30D | +15.9% | +7.2% | +8.8% | +14.4% |
| 3M | -8.7% | +10.9% | -19.6% | -10.6% |
| 6M | +9.0% | +34.6% | -25.5% | +2.3% |
| YTD | +32.0% | +59.0% | -26.9% | +19.2% |
| 1Y | +72.5% | +72.5% | -0.1% | +52.3% |
| 3Y | -4.5% | +124.1% | -128.6% | -19.9% |
| All | -4.5% | +126.7% | -131.2% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling